| [May 05, 2006] |
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Mark Rothstein of Harmoney Financial(TM) Honored by Prestigious Brandeis-Bardin Institute for His Business Contributions and Community Leadership
LOS ANGELES --(Business Wire)-- May 5, 2006 -- Mark Rothstein, founder and CEO of a new Web-based personal financial solution and support service called Harmoney Financial(TM), received prestigious honors from the Brandeis-Bardin Institute Thursday night, May 4th, in Los Angeles. Rothstein received the accolades at a special invite-only dinner hosted by the Institute, which is one of Southern California's leading Jewish educational outreach resources, for his more than 20 years of local business and community leadership in the area of personal financial planning.
Rothstein is recognized as one of the nation's top Certified Financial Planners (CFPs) and income tax specialists. He has been actively engaged in personal finance and investment-related businesses for more than 20 years. In addition to directing Harmoney Financial, he is the founder and president of TriStar Financial Services, one of the largest comprehensive wealth management firms in Los Angeles, California, which he has grown through multiple acquisitions/integrations of independent tax planning firms.
A seasoned personal financial planner and strategist, Rothstein also serves as current president of the Certified Financial Planners Association (Los Angeles region) that presides over thousands of CFPs throughout the area, and he is also on the Board of Governors of the National Institute for Estate Planners.
The Brandeis-Bardin Institute event honoring Rothstein was held at the Regent Beverly Wilshire Hotel and was attended by several hundred guests.
About Harmoney Financial
Harmoney Financial(TM) is a new personal financial planning solution on the Web designed to help people who previously did not have access to personal financial planning resources obtain the support they need to understand and more effectively manage their money and their financial future. The company offers access to personal financial products and services through its extensive network of providers and offers tips and information on home buying and mortgages, insurance, tax advice, credit and debt, retirement and savings. For more information, please contact Harmoney Financial Advisors at 310.203.0800.
About Brandeis-Bardin Institute
Brandeis-Bardin is a Jewish educational outreach resource for all Jews, whatever their age, wherever they may live throughout the world, whatever their own personal Jewish beliefs, and whatever the status of their Jewish Identity. It seeks "to touch and teach" Jews, to inspire them through their intellect and emotion, to enhance their connectedness to the Jewish people through the arts as well as academics, and to make a contribution to the advancement of Jewish culture as a means of Jewish Identity.
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